HomeMy WebLinkAboutAgenda - 01-21-2010 - 4lORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: January 21, 2010
Action Age ~a
Item No. ~_
SUBJECT: Application for North Carolina Education Lottery Proceeds for Chapel Hill-
Carrboro City Schools Projects and Approval of the Corresponding School
Capital Project Ordinances
DEPARTMENT: Financial Services
PUBLIC HEARING: (Y/N) No
Attachment 1. Applications for NC
Education Lottery Proceeds:
(a) CHCCS Mechanical
Systems
(b) CHCCS Fire/Safety Security
Systems
(c) CHCCS Indoor Air Quality
Improvements
Attachment 2. Mechanical Systems Capital
Project Ordinance
Attachment 3. Fire/Safety/Security Renovations
Capital Project Ordinance
Attachment 4. Indoor Air Quality Improvements
Capital Project Ordinance
INFORMATION CONTACT:
Clarence Grier, (919) 245-2453
PURPOSE: To approve applications to the North Carolina Department of Public Instruction to
release funds from Orange County's NC Education Lottery account for Chapel Hill-Carrboro City
Schools projects, and approve the corresponding School Capital Project Ordinances.
BACKGROUND: In August 2005, the NC General Assembly approved the NC Education
Lottery. The State allocates Lottery proceeds to each school district based on their average
daily student membership. Per the County's Capital Funding Policy, Commissioners have
agreed to allow each school district to use Lottery proceeds for renovation projects. These
monies are released to local entities on a reimbursement basis, and County Commissioners
and Boards of Education must submit approved funding applications to the Department of
Public Instruction.
The unallocated balance of Lottery proceeds for Chapel Hill-Carrboro City Schools (CHCCS) as
of September 30, 2009, which represents an entire fiscal year (FY 2008-09) of funds, is
$1,130,887. At its December 17, 2009 meeting, the CHCCS Board of Education approved the
use of Lottery Proceeds for the following projects:
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• CHCCS Mechanical Systems Renovations (at various school facilities throughout the
district) - $959,247
• CHCCS Fire/Safety/Security Systems Upgrades (security access systems at Glenwood
Elementary, Seawell Elementary, and expansion of video systems at middle and high
schools) - $80,000
• CHCCS Indoor Air Quality Improvements (remove and replace classroom carpet at
Scroggs Elementary, Estes Hills Elementary, and McDougle Elementary) - $91,640
FINANCIAL IMPACT: The total amount requested from the State for Chapel Hill-Carrboro City
Schools is $1,130,887, which represents actual received Lottery funds for FY 2008-09. The
CHCCS system will budget for FY 2009-10 Lottery funds in its FY 2010-11 Capital Investment
Plan.
RECOMMENDATION(S): The Manager recommends the Board of County Commissioners
approve, and authorize the Chair to sign, the applications for NC Education Lottery Proceeds;
and approve the attached CHCCS Capital Project Ordinances.
A~~~~ s
APPLICATION
PUBLIC SCHOOL BUILDING CAPITAL FUND
NORTH CAROLINA EDUCATION LOTTERY
county: Orange County
LEA: Chapel Hill-Carrboro City Schools
Approved:
Date:
contact Person: Clarence Grier
Title: Financial Services Director
Address: P.O. Box 8181, Hillsborough, NC 27278 Phone: (919) 245-2453
Project Title: Mechanical Systems Upgrades
Location: Various school facilities throughout the district (see attached list)
Type of Facility: Elementary, Middle, and High Schools •
North Carolina General Statutes, Chapter 18C, provides that a portion of the proceeds of the North
Carolina State Lottery Fund be transferred to the Public:School Building Capital Fund: in accordance
with G.S. 115C-546.2. Further, G.S. 115C-546.2 (d) has been amended to include the following: .
(3) No county shall have to provide matching funds...
(4) A county-may use monies in this Fund to pay for school construction projects in local school
administrative units and to retire indebtedness incurred.for school construction projects incurred on'or
after January 1, 2003.
(5) .A county may. not use monies rn this Fund to pay. for school technology :needs .
As used in this section, "Public School Buildings" shall irtclude.only facilities for individtaal. schools that
are used fo~_instructional and related purposes; antl does not include central admrnrstration,
maintenance, :or otherfacilities,.
Short description of Construction Project: Upgrades/Replacements of HVAC systems at various
schools throughout the district (see attached list)
Estimated Costs:
Purchase of Land
Planning and Design Services
New Construction
Additions 1 Renovations
Repair
Debt Payment /Bond Payment
TOTAL
Estimated Project Beginning Date: 03/01/2009
959,247.00
~ 959,247.00
Est. Project Completion Date: 08/31/2010
We, the undersigned, agree to submit a statement of state monies expended for this project within 60
days following completion of the project.
The County Commissioners and the Board of Education do hereby jointly request approval of the above
project, and request release of $• 959,247.00 from the Public School
Building Capital Fund (Lottery Distribution). We certify that the project herein described is within the
parameters of G.S. 115C-546.
(Signature -Chair, County Commissioners)
(Date)
(Signature -Chair, Board of Education) (Date)
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Form Date: Sept 1.2006
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Mechanical Systems Upgrade Projects
Following is a list of locations for upgrades and/or replacements related to
Mechanical Systems within the Chapel Hill-Carrboro City Schools district:
Seawell/CHHS Kitchen HVAC $ 285,802
Seawell POD1 split system 19,108
FP Graham heat pump replacements 50,720
FP Graham digital controls 59,616
FP Graham cafeteria heat pump 12,130
Smith MS hot water heaters 19,868
Phillips MS gym HVAC unit 51,610
Phillips MS Media Center heat pump 16,231
East CH HS rebuilt chiller 29,847
East CH HS cooling tower work 23,654
Culbreth MS hot water heaters 36,575
CH High School coil replacement 9,086
Culbreth MS kitchen a/c system 150,000
Glenwood Elem kitchen a/c systems 150,000
Ephesus Elem chiller replacement 45,000
TOTAL $ 959,247
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APPLICATION
PUBLIC SCHOOL BUILDING CAPITAL FUND
NORTH CAROLINA EDUCATION LOTTERY
county: Orange County
Approved:
Date:
Contact Person: Clarence Grier
LEA: Chapel Hill-Carrboro City Schools Title: Financial Services Director
Address: P.O. Box 8181, Hillsborough, NC 27278 Phone: (919) 245-2453
Project Title: Fire/Safety/Security Upgrades
LOCatIOn: Glermiood E~mantary, Seawall Elementary, C~Abrelh Middle, Phglips Middle, Smlth Middle, McDougle Middle, Chapel Hi® High, and East Chapel Hill High
Type of Facility: Elementary, Middle, and High Schools
North Carolina General.Statutes, Chapter 18C, provides thaf.a portion of.the proceeds ofahe M'orth
Carolina State Lottery Fund be transferred to ttie Public School Bullding'CapitaL Fund In accordance
.with G.$. 11,5C-546.2. Further, GS. 1450-5462 (d) :has been amended to include the. following:
<:(3).No county shall have to provide ma#chirig'funds...'
-(4) A county may use monies in this :Fund to pay for school construction projects in. local school
adminlstrative.units:and.tt retire indebtedness incurred fotschool_ construction projects:incurred.on or
after January 1, 2003. '. ,:. ;; ~; . .
- (5) A county may not use.monies in',this Ftand to pay for school technology. needs.
As used in this secfion, "Public School Buildings" hall include only facilities for individual-schools that
are used for instructional and related purposes and does: not include central administration,
:maintenance, or otherfacilities:
Short deSCflptlOn of COr1StrUCtlOn PfOjeCt: Upgrades/Replacements of security access systems at Glenwood Elementary,
Seawall Elementary, Culbreth Middle, Phillips Middle, Smith Middle , McDougle Middle, Chapel Hill High, and East Chapel Hill High.
Estimated Costs:
Purchase of Land
Planning and Design Services
New Construction
Additions /Renovations
Repair
Debt Payment /Bond Payment
TOTAL
Estimated Project Beginning Date: 01/01/2010
80,000.00
$ 80,000.00
Est. Project Completion Date: 07131 /2010
We, the undersigned, agree to submit a statement of state monies expended for this project within 60
days following completion of the project.
The County Commissioners and the Board of Education do hereby jointly request approval ~of the above
project, and request release of ~ 80,000.00 ~ from the Public School
Building Capital Fund (Lottery Distribution). We certify that the project herein described is within the
parameters of G.S. 115C-546.
(Signature -Chair, County Commissioners) (Date)
(Signature -Chair, Board of Education) (Date)
Fonn Date: Sept 1, 2006
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APPLICATION
PUBLIC SCHOOL BUILDING CAPITAL FUND
NORTH CAROLINA EDUCATION LOTTERY
County: Orange County
LEA: Chapel Hill-Carrboro City Schools
Approved:
Date:
Contact Person: Clarence Grier
Title: Financial Services Director
Address: P.O. Box 8181, Hillsborough, NC 27278 Phone: (919) 245-2453
Project Title: Indoor Air Quality Improvements
Location: Scroggs Elementary, Estes Hills Elementary, McDougle Elementary, and McDougle Middle
Type of Facility: Elementary and Middle Schools
North Carolina:General Statutes, Chapter 18C, provides that a portion of the.proeeeds of the North
Carolina State Lottery Fund be transferred to the F?ublic School Building.Cap.ital:Fund in accordance.:
with G.S; 11:SG546.2. Further; G.S. 115C-546.2 (d) has been amended to include.the following:
(3) No county shall have to provide matching funds.... -
(4) A county. may use monies in, this. Fund to.pay for chool construction projects to aocal school
adminis#rative units and to retire indekitedness incurred.for school construction ;proiects;incurced on or :
after January 1, 2003.
(5) A county may not use monies in this Fund. #o pay:forschool technology needs: -
As used in this section, "Public School Buildings"shall include only facilitiesfor:individual schools that
are used for instrtactional and related purposes,-and does riot.include central administration,
maintenance; or other facilities.
Short description of Construction Project: Remove and replace classroom carpet at Scroggs Elementary,
Estes Hills Elementary, McDougle Elementary, and McDougle Middle Schools.
Estimated Costs:
Purchase of Land $
Planning and Design Services
New Construction
Additions /Renovations
Repair
Debt Payment /Bond Payment
TOTAL
Estimated Project Beginning Date: 01/01/2010
91,640.00
$ 91,640.00
Est. Project Completion Date: 07/31./2010
We, the undersigned, agree to submit a statement of state monies expended for this project within 60
days following completion of the project.
The County Commissioners and the Board of Education do hereby jointly request approval of the above
project, and request release of $ 91,640.00 from the Public School
Building Capital Fund (Lottery Distribution). We certify that the project herein described is within the
parameters of G.S. 115C-546.
(Signature -Chair, County Commissioners) (Date)
(Signature -Chair, Board of Education) (Date)
Form Date: Sept 1, 2006
~~~~
Mechanical Systems ~R~-a01d-OC~i
Chapel Hill-Carrboro City Schools
Capital Project Ordinance
Be it ordained by the Orange County Board of County Commissioners that pursuant to Section
13.2 of Chapter 159 of the General Statutes of North Carolina, the following capital project is
hereby adopted.
Section 1. The project authorized provides funds to replace obsolete mechanical equipment
including boilers and electric heating and cooling systems. Proceeds from the
Schools' portion of the one-half cent sales taxes, alternative financing, and
lottery proceeds within the District finance this project.
Section 2. The officers of the County are hereby directed to proceed with the project within
the budget contained herein.
Section 3.
Section 4.
The following revenue is anticipated to complete this project:
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FY 2009-10
Original FY 2009-10
Amendment
11/17/09 FY 2009-10
Amendment
1/21/10
FY 2009-10
Revised
Sales Tax $1,180,796 $1,074,075 $0 $106,721
I m act Fees $0 $0 $0 $0
PSBF $0 $0 $0 $0
Lotte Proceeds $614,247 $0 $345,000 $959,247
Alternative Financin $1,745,000 $1,745,000 $0 $0
Total Pro'ect Fundin $3,540,043 $2,819,075 $345,000 $1,065,968
The following amount is appropriated for this project:
FY 2009-10
Ori final FY 2009-10
Amendment
11/17/09 FY 2009-10
Amendment
1121/10
FY 2009-10
Revised
Plannin /Arch/En in $50,000 $50,000 $0 $0
Land/Assoc Fees $0 $0 $0 $0
Construction $0 $0 $0 $0
E ui ment $3,490,043 $2,769,075 $345,000 $1,065,968
Other $0 $0 $0 $0
Contin enc $0 $0 $0 $0
Total $3,540,043 $2,819,075 $345,000 $1,065,968
Section 5. This ordinance supersedes all previous Mechanical Systems Capital Project
Ordinances for the Chapel Hill-Carrboro City Schools.
8
Section 6. This ordinance shall remain in effect until closed by action of the Board of
County Commissioners.
Adopted this 21st day of January 2010.
/~~-a~,I~M~f~ 3
Fire/Safety/Security Renovations o~~_~1Q-~10
Chapel Hill-Carrboro City Schools
Capital Project Ordinance
Be it ordained by the Orange County Board of County Commissioners that pursuant to Section
13.2 of Chapter 159 of the General Statutes of North Carolina, the following capital project is
hereby adopted.
Section 1. The project authorized provides funds to replace the Fire Safety Systems at
various schools throughout the district. Proceeds from the Schools' portion of
the one-half cent sales taxes, alternative financing, and lottery proceeds fund
this project.
Section 2. The officers of the County are hereby directed to proceed with the project within
the budget contained herein.
Section 3.
Section 4.
The following revenue is anticipated to complete this project:
9
FY 2009-10
Ori final FY 2009-10
Amendment
11/17/09 FY 2009-10
Amendment
01/21/10
FY 2009-10
Revised
Sales Tax $1,390,100 ($1,365,100) $0 $25,000
Im act Fees $0 $0 $0 $0
PSBF $0 $0 $0 $0
Lotte Proceeds $0 $0 $80,000 $80,000
Alternative Financin $264,659 $264,659 $0 $0
Total Pro'ect Fundin $1,654,759 ($1,629,759 $80,000 $105,000
The following amount is appropriated for this project:
FY 2009-10
Ori final FY 2009-10
Amendment
11/17/09 FY 2009-10
Amendment
01/21/10
FY 2009-10
Revised
Planni Arch/E in $0 $0 $0 $0
Land/Assoc Fees $0 $0 $0 $0
Construction $0 $0 $0 $0
F_rrier a /Securi terns $1,654,759 $1,629,759 $80,000 $105,000
Other $0 $0 $0 $0
Conti en $0 $0 $0 $0
Total $1,654,759 ($1,629,759 $80,000 $105,000
Section 5. This ordinance supersedes all previous Fire/Safety/Security Capital Project
Ordinances for the Chapel Hill-Carrboro City Schools.
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Section 6. This ordinance shall remain in effect until closed by action of the Board of
County Commissioners.
Adopted this 21st day of January 2010.
Indoor Air Quality Improvements OR~-~010-a11
Chapel Hill-Carrboro City Schools
Capital Project Ordinance
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Be it ordained by the Orange County Board of County Commissioners that pursuant to Section
13.2 of Chapter 159 of the General Statutes of North Carolina, the following capital project is
hereby adopted.
Section 1.The project authorized provides funds for the specialized cleaning of old HVAC
equipment, classrooms, offices, and air ducts. Exterior brick pointing and building
facade repairs are also included. Proceeds from the Schools' portion of the one-
half cent sales taxes, 2001 bond proceeds and alternative financing proceeds
finance this project.
Section 2.The officers of the County are hereby directed to proceed with the project within the
budget contained herein.
Section 3.The following revenue is anticipated to complete this project:
FY 2009-10
Original FY 2009-10
Amendment
11/17/09 FY 2009-10
Amendment
1/21/10
FY 2009-10
Revised
Sales Tax $388,980 $249,280 $0 $139,700
Im Ct Fees $0 $0 $0 $0
Lotte Proceeds $0 $0 $91,640 $91,640
1997 Bonds $0 $0 $0 $0
2001 Bonds $1,965,111 $1,965,111 $0 $0
Altemative Financi $194,218 $194,218 $0 $0
Total Fundin $2,548,309 $2,408,609 $91,640 $231,340
Section 4.The following amount is appropriated for this project:
FY 2009-10
Ori final FY 2009-10
Amendment
11/17/09 FY 2009-10
Amendment
1/21/10
FY 2009-10
Revised
Planni Arch/ in $50,000 $50,000 $0 $0
Land/Assoc Fees $0 $0 $0 $0
Constnaction $1,283,198 $1,218,498 $91,640 $156,340
E ui umishi $0 $0 $0 $0
CHHVAC $1,215,111 $1,140,111 $0 $75,000
Conti $0 $0 $0 $0
Total Costs $2,548,309 $2,408,609 $91,640 $231,340
Section 5. This ordinance supersedes all CHCCS Indoor Air Quality Improvements Capital
Project Ordinances.
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Section 6. This ordinance shall remain in effect until closed by action of the Board of County
Commissioners.
Adopted this 21 st day of January 2010.